How-tos

Create and share a cloud connection for a semantic modelCreate and share a cloud connection for a semantic model This article explains how to connect to a semantic model from a…Creating a Planning SheetCreating a Planning Sheet This article describes how to get started with your first Planning sheet in plan (preview). Prerequisites Before you…Create a database connection for collaborationCreate a database connection for collaboration This article explains how to connect to a database for collaboration from a Plan (preview) item.…Forecast data to predict future trendsForecast data to predict future trends Forecasting capabilities in the Planning sheet enable organizations to move beyond static annual plans and adopt…Commenting and collaborationCommenting and collaboration Commenting and collaboration features allow users to add contextual discussions directly within the Planning sheets. These capabilities enable teams…Extend Planning sheet with data inputExtend Planning sheet with data input Data input rows and columns enable authors to extend the Planning sheet by entering values directly…Plan across multiple dimensions with cubesPlan across multiple dimensions with cubes In many business scenarios, plans are created separately for each dimension, such as regions, product lines,…Analyze planning outcomes with scenariosAnalyze planning outcomes with scenarios Scenarios allow you to create multiple planning versions within a Planning sheet to evaluate different business outcomes.…BookmarksBookmarks Bookmarks in Planning sheets allow you to save and revisit specific report states. These states can include filters, sorting, layouts, hierarchy…Exports in the Planning sheetExports in the Planning sheet Planning sheet allows you to export reports to PDF and Excel while preserving formatting, layout, and data…PivotPivot Pivot data lets you reorganize row dimensions to create alternate views of your data without changing the underlying dataset. Each pivot…LayoutsLayouts Layout options control how data is structured and displayed in the report. You can configure both table layouts and measure layouts…Conditional formattingConditional formatting Conditional formatting allows you to apply dynamic formatting to data in the planning sheet based on specified conditions, thresholds, or…Persist data with WritebackPersist data with Writeback Writeback saves data from a Planning sheet to external data destinations such as databases, cloud data warehouses, and…Basic formattingBasic formatting Once you have chosen the layouts and/or templates, it is time to apply some basic formatting to the report. In…Adding business logic and formulasAdding business logic and formulas In previous sections, we looked at the basic interactions and settings for displaying information available in Plan.…Driver ModelDriver Model A model is a structured representation of business logic constructed from an interconnected hierarchy of rows. Instead of using scattered…Configure row properties in the modelConfigure row properties in the model In this article, you learn about the row properties and how to configure them in a…Create a model using Model BuilderCreate a model using Model Builder In this article, you learn how to build a model for your data using the Model…Create templates for reusable row structuresCreate templates for reusable row structures In this article, you learn how to create templates and use them in your model. A…Create a driver-based modelCreate a driver-based model This article explains how to create a driver-based model. A driver model is a type of model in…Tree viewTree view The Planning sheet provides a Tree layout that lets you visualize the model in a hierarchical tree structure, run simulations…Visualize the model using the tree layoutVisualize the model using the tree layout This article explains how to enable and apply the tree layout to a model. Note…Optimize overviewOptimize overview Use optimize to find the driver inputs needed to reach a target KPI, like revenue, margin, or cash, and to…

Enterprise planning, Integrated with PowerTable and Intelligence, native to Microsoft Fabric. Co Engineered with Lumel.

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